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OALib Journal期刊
ISSN: 2333-9721
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-  2019 

CONVERSION OF A LIFELONG MAINTENANCE CONTRACT AND A CONTRACT FOR MAINTENANCE UNTIL DEATH TO A DEED OF GIFT BY REASON OF A VIOLATION OF A FORCED SHARE

Keywords: lifelong maintenance contract, contract for maintenance until death, deed of gift, forced share

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Abstract:

Sa?etak Situations where lifelong maintenance contracts and contracts for maintenance until death cannot be contested by reason of a violation of a forced share are becoming more common in practice. According to the Inheritance Act, a forced heir is in inheritance law entitled to the right to a forced share, which ipso iure belongs to him/her as an intestate heir. It is important to point out that pursuant to inheritance law, a testator may violate a forced share of an intestate heir only by virtue of free disposals or free legal transactions such as e.g. a deed of gift. Lifelong maintenance contracts and contracts for maintenance until death have gained increasing importance in forced heirship matters because, as strictly formal, bilateral and aleatory legal matters cannot be subject to rebuttal since these are contracts against payment and, accordingly, a forced heir is not entitled to reimbursement of this property for replenishment of his/her forced share. Case law of county courts, the Constitutional and the Supreme Court of the Republic of Croatia, as well as matters concerning a violation of a forced share of an heir, are analyzed in this paper

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